For: Owners, Managers
New to the Jolly admin dashboard? This short video walks through the main tabs and what each one does: automatic campaigns, spot rewards, referrals, your wallet, and managing your team.
Some screens have been redesigned since the video was recorded, and a few tabs have been added. The written walkthrough below is current - where the two differ, follow the text.
What's covered
Home - your live activity feed, upcoming events, and recent transactions
Campaigns - automatic point awards (birthdays, anniversaries, clock-ins, and more)
Send - rewarding an employee manually, also called a spot reward
Referrals - job postings and the referral pipeline
Wallet - your points balance, full transaction history, and reports
Contacts - your employee directory, adoption status, groups, and individual point history
Settings - admins, roles, budgets, and email reports
Two tabs aren't in the video: Intelligence, for adoption and survey analytics, and Chatter, for posting updates to your team. Both are marked Beta.
Home
The first screen after you sign in. It shows recent activity (points claimed, enrollments), an Upcoming Events panel naming the people with birthdays and work anniversaries coming up, and a transactions table. There's nothing to action here - it's a quick way to confirm things are running.
Campaigns - automatic points
Everything in the Campaigns tab runs on its own. Birthdays, work anniversaries, on-time clock-ins, EVV compliance: employees earn points for these with no action from you.
You can deactivate a campaign anytime by clicking into it, and change a recurring survey's cadence from the dashboard. To create a new campaign or change point values, reach out to your Jolly incentive engineer and we'll set it up.
Send - spot rewards
Use this for any one-off recognition: picking up a last-minute shift, a good client review, a strong week. Click Send in the top right of the dashboard.
Search for the employee, or a group, by name, phone, or email
Write a subject line (the employee sees this in their app)
Skip the attachment unless you're including a survey
Enter the points. Reminder: 200 points = $1.00 (so 1,000 pts = $5)
Send now, schedule for later, or set it to recur
To send to several people at once, upload a CSV with their names and phone numbers and set a single points value. Use the example template from the Send window so the columns match.
If your team sends the same recognition often, save the subject, message, and point amount as a template and load it back in one click. Templates are shared across your whole organization. See How do I manually award or adjust points for an employee?
Referrals
The Referrals tab tracks every employee-referred candidate, and Jolly moves the cards for you. Each job posting has its own set of reward steps, so the columns you see are named for your postings - and the referring employee is paid automatically as each step completes.
Application is the only stage that waits on you: review the candidate and approve or reject them. Everything after that advances on its own. If you drag a card forward by hand, Jolly pays every milestone up to that stage and records who moved it.
Click into any card to see candidate contact details, live milestone progress, mark them as called, and approve or reject. To control which jobs appear in the employee app, manage your postings in the Job postings tab. Full detail in How do I track referred candidates through the pipeline?
Wallet
The Wallet tab shows your organization's total available points, with Buy Points and Manage Autopay at the top. Below that, the Transactions section is a full history of every movement: who received points, which campaign triggered it, and when. Export downloads it, and Email report sets up a monthly points report delivered to your inbox.
Contacts
Your full employee directory. Filter by Enrolled for active members earning points, or Unenrolled for former employees (handy for re-engagement surveys). The Adoption column shows who has actually claimed points and who is still pending, and you can text a pending contact an invitation from their row. Click any contact to see their full points history. The Groups sub-tab, next to Contacts at the top of the page, is where you segment your people.
Settings
Go to Settings -> Admins to add or remove dashboard users. Jolly ships with five roles - Owner, Manager, Finance, Recruiter and Staff - and Owners can build custom roles from Settings -> Roles & Permissions. Every role except Finance can send points. For the full matrix see What are the admin roles in Jolly and what can each one do?
Each admin also has a monthly send-points budget, the cap on how many points they can send as spot rewards per month. A send that would exceed it is blocked, so if you're planning a large batch, check the budget first. Owners can also click an admin's Remaining Spend to see everything that admin has sent.
The other Settings tabs are General, Billing, Chatter, Integrations, Email Reports, Security and Contact Fields.
Need help?
Click Help in the left sidebar to open a Jolly support chat right inside your dashboard, or browse the full Help Center at intercom.help/jollypoints/en. You can also email support@jolly.com (Mon-Fri, 9am-5pm ET; after-hours emails answered next business day).